Elements.cloud

Solution guides geared towards specific Salesforce Clouds, like Revenue Cloud, Industries, etc.

Salesforce Cloud-specific guides

A guide to identifying, classifying, and cleaning up inactive Salesforce CPQ configuration records using Elements.cloud

Eliminate Inactive CPQ Configuration

A guide to finding and updating product references across Salesforce CPQ configurations using Elements.cloud

Make Bulk Updates to Product Codes, SKUs, Families, and Product Names Across Your Entire CPQ Configuration

A guide on how to monitor, audit, and revert changes to Salesforce CPQ configurations using Elements.cloud.

Track Changes to CPQ Rules and Revert When Necessary

CPQ; Quote Line Microscope; Salesforce; Diagnose; Troubleshoot; Fix Pricing Errors; CPQ Quotes;

Understand, Troubleshoot, and Fix Pricing Errors in CPQ Quotes

Elements Quote Line Microscope

Salesforce CPQ; Quote Line Microscope; Price Rule Analysis

Setting Up the Quote Line Microscope for CPQ

How Elements can help uncover complexity of CPQ rules, simplify configuration and help transition to Revenue Cloud Advanced

Salesforce CPQ / Revenue Cloud

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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